DSL IC Chipsets: The Emergence of VDSL2

Abstract

This report analyzes the market for DSL physical layer ICs, focusing on ADSL (including ADSL2 and ADSL2+), VDSL, and SHDSL. Key technology and market trends are discussed, such as the development of ADSL2+, the shift to VDSL2, and the driving force of IPTV. In addition, the overall structure of the industry is analyzed, and the YE 2005 and 1Q06 ADSL IC, VDSL IC, and SHDSL IC port shipments and market shares are provided for all of the vendors active in the market. Five-year forecasts, from 2005-2010, are provided for ADSL, VDSL, and SHDSL for both CO and CPE ports and include port shipments, ASPs, and revenues. This report will be particularly useful to product managers in DSL IC vendor companies, financial analysts covering the DSL IC market, and consultants advising clients in the DSL IC market.